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Improving Your Skills inUsability Testing
CHI 2002 Tutorial
Rolf Molich
DialogDesign
Skovkrogen 3,
3660 Stenlose
Denmark
April 2002
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Advanced Usability Testing Methodology Agenda and Introduction
CHI2002 A- 2 DialogDesign 2002
Table of Contents
A. Agenda and Introduction
1. Table of Contents A-2
2. Agenda A-3
3. Abstract A-5
4. Objectives of the Course A-6
5. Instructor Biography A-7
B. Copies of Slides
6. Tutorial Introduction B
7. Designing a Usability Study B
8. Tasks and Scenarios B
9. Identifying and Describing Usability Problems B
10. Communicating Results B
11. Conclusion B
C. Exercises
12. Exercise 1: Evaluation Methods (includes Client Scenario) C-1
13. Exercise 2: Review Usability Test Tasks C-14
14. Exercise 3: Usability Problem Description C-22
D. Other
15. Usability Report CUE-2 Team A
16. Comparative Usability Evaluation paper (CUE-1 paper)
Presented at the UPA 1998 conference
17. Comparative Usability Evaluation paper (CUE-2 paper)
18. Tips and Tricks for a Better Usability Test
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Advanced Usability Testing Methodology Agenda and Introduction
CHI2002 A- 3 DialogDesign 2002
Agenda9.00 9.30 Introduction
- Overview of tutorial.
- What is quality in usability testing.
- The Comparative Usability Evaluations (CUE-1 and CUE-2).
- Survey of related work.
- The usability lifecycle (taxonomy).
9.30 10.00 Exercise 1: Evaluation Methods
- Students will review the study designs used in CUE-2 and identify which
approaches most suitably meet the requirements of the client scenario.
10.00 10.30 Designing a Usability Study
- Methods used in CUE: Inspection, Inquiry and Testing
- The Methodological Effect: How results varied based on methodology used in
CUE.
10.30 11.00 Break
11.00 11.45 Exercise 2: Review Usability Test Tasks
- Each group will review some of the usability test scenarios used in CUE-2 for
testing www.Hotmail.com.
11.45 12.30 Tasks and Scenarios
- The Scenario Effect: How usability test scenarios impact the outcome of a
usability study.
- Scenarios used by CUE teams.
- What makes a good usability test scenario?
12.30 14.00 Lunch Break
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Advanced Usability Testing Methodology Agenda and Introduction
CHI2002 A- 4 DialogDesign 2002
14.00 14.30 Identifying and Describing Usability Problems
- What is a usability problem?
14.30 15.00 Exercise 3: Usability Problem Description
- Review problem descriptions in the CUE reports. Identify desirable and
questionable elements of a usability problem description.
15.00 15.30 Communicating Results
- Various means of communicating results (other than reports).
- The Report Effect: How the usability report can determine the impact your
findings have on directing change in the product development cycle.
- Checklists: Required characteristics of a usability report.
15.30 16.00 Break
16.00 17.00 Tips and Tricks
Students will select 2 of the following topics for an in-depth discussion at the
tutorial:
- Finding good test participants
- Performing tests.
- Testing intermediate and advanced users.
- International usability testing.- Assessing the quality of a usability consultancy.
17.00 17.20 Conclusion
- Critical comments on CUE.
- Reactions from participating CUE test teams to the comparative evaluation of
their work (The psychology of usability testing).
- General lessons learned from CUE.
- Prevention is better than cure.
17.20 17.30 Closing comments, Tutorial Evaluation Forms
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Advanced Usability Testing Methodology Agenda and Introduction
CHI2002 A- 5 DialogDesign 2002
AbstractMost usability professionals learned their skills by reading books on usability testing or by watchingsomeone else prepare and conduct tests. But how do we know that the particular way we learned to do
usability testing is still the best way? Until the Comparative Usability Evaluation(CUE) project, there
was little opportunity for usability professionals to objectively compare their various approaches. As it
turns out, there are some striking differences in effectiveness.
This seminar gives rare insights into the practical doings of usability professionals, normally shrouded
behind walls of confidentiality. This seminar is not based on the personal opinions of one or two
instructors but on the practical accumulated experience - both good and bad - of the thirteen
professional usability labs who participated in the CUE-1 and CUE-2 projects, conducting controlled
usability tests in realistic, industrial settings.Insight from these professional lab studies will enable you to assess and improve your abilities in usability
test planning, scenario design, usability reporting and usability problem communication.
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Advanced Usability Testing Methodology Agenda and Introduction
CHI2002 A- 6 DialogDesign 2002
Objectives of the Course
You will learn
What constitutes quality in usability testing
Options available in planning a usability test, and how these choices may affect the outcome
What makes a good usability test scenario, and how test scenarios impact the quality of a usability
study
What a usability problem is, and how usability problems are identified
How many test participants are required to find for example 85% of the usability problems in a
product Required characteristics of a usability report to assure its communicative value
Novel communication techniques that are vastly superior to traditional usability problem
communication through paper reports and video tapes
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Advanced Usability Testing Methodology Agenda and Introduction
CHI2002 A- 7 DialogDesign 2002
Instructor Biography
Rolf Molichowns and manages DialogDesign (www.DialogDesign.dk), a small Danish usabilityconsultancy. Rolf conceived and coordinated the comparative usability evaluation studies CUE-1 and
CUE-2 where 13 professional usability teams tested the same application. Rolf was a principal
investigator in the Nielsen Norman Group's recent large scale usability test of 20 US E-Commerce
websites involving more than 60 users. Rolf has worked with usability since 1984; he is the co-inventor
of the heuristic inspection method (with Jakob Nielsen) and the author of the best-selling Danish book
User Friendly Computer Systems of which 25,000 copies have been sold.
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CHI2002 Page B-1 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
Introduction
Rolf Molich
www.DIALOGDESIGN.dk
Overview of this Tutorial
l Focus on four critical areas within
usability testing:
Usability test planning and
methodology.
Task and scenario design.
Identifying usability problems.
Usability problem communication.
l Conclusion.
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CHI2002 Page B-2 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
Facts - Not Opinions
This tutorial
l Gives you a rare insight in the practical
doings of real world usability
professionals.
l Is mostly based on the practical
accumulated experience both good andbad of professional usability labs.
l Is not based on the personal opinions of
one or two instructors.
We have our mouths full of users,
but our practice is full of ourselves.
- Marijke Rijsbermanin a CHI-WEB posting
Beware of Opinions Disguised as Facts
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CHI2002 Page B-3 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
CUE Overview
Take a website.
Take N professional usability teams.
Let each team usability test the website.
Are the results similar?
l Investigate the reproducibility of
usability test results.
l Get an impression of REAL professional
website usability testing procedures -
not beautified descriptions.
CUE Overview
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CHI2002 Page B-4 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
Who Checks the Checker?
l When did YOU last have an
objective check of your usability
testing skills?
l Who would you trust as an
evaluator of your usability testingskills?
Quality in Usability Testing
In my opinion
l A successful usability test sharply reduces
the number of disasters experienced by
typical users in a user interface.
This means:
l Your success as a usability tester also
depends on how much designers and
programmers listen to your advice.
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CHI2002 Page B-5 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
CUE-1: Comparative Usability Evaluation 1
l Four professional teams usability tested the same
Windows calendar program (Task Timer for
Windows).
l Two US teams (Sun, Rockwell), one English (NPL)
and
one Irish (HFRG, Univ. Cork).l See paper in section D of the tutorial documentation.
l Results published in a panel and a paper at UPA98.
l Main conclusions similar to CUE-2.
CUE-2: Comparative Usability Evaluation 2
l Nine teams have usability tested the
same website, www.hotmail.com:
Seven professional teams.
Two student teams.
l Four European, five US teams.
l See paper in section D of the tutorial
documentation.
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CHI2002 Page B-6 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
NON Purposes of CUE
l To pick a winner.
l To make a profit.
Usability Test Procedure
l Website address (www.hotmail.com)
disclosed at start of three week test period.
l Client scenario.(written by Erika Kindlund and Meeta Arcuri)
l Access to client through intermediary. (Erika Kindlund)
l Three weeks to carry out test using preferred
standard approach.
l Deliver anonymized usability test report.
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CHI2002 Page B-7 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
Some of the anonymous test reports are reproduced in
the tutorial documentation.
You can find the rest at
http://www.dialogdesign.dk
Not .com
On the home page follow the link In English.
Test Reports Freely Available
Problems Found
CUE-2 CUE-1
Total number of problems 310 141
Found by seven teams 1 - six teams 1 -
five teams 4 -
four teams 5 1
three teams 17 1
two teams 50 11
Found only by one team 232 (75%) 128 (91%)
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CHI2002 Page B-8 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
Resources Used in Real-Life Testing
Team A B C D E F G H J
Person hours
used for test 136 123 84 (16) 130 50 107 45 218
# Usability
professionals 2 1 1 1 3 1 1 3 6
Number of tests 7 6 5 (50) 9 5 11 4 6
The Usability Test Lifecycle - Taxonomy
This is how most teams structured
their tests:
l Prepare test.
l Conduct test.
l Communicate results.
This structure applies not only for
Think Aloud testing but for many other
forms of testing like Focus Groups,
Interviews, Observations, etc.
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CHI2002 Page B-9 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
Taxonomy: Prepare Test
l Appoint test facilitator.
l Select test tasks and scenarios
(together with developers).
l Define test participant profile
(together with developers).
l Screen and recruit test participants.
l Inform test participants.
l Prepare test setup.
Taxonomy: Conduct Test
Test participants one by one:
l Greet test participant.
l Questionnaire: Background.
l Ask for expectations.
l Carry out test tasks one by one.
Facilitator takes notes.
l Debrief.
l Hand over gift. Goodbye to test
participant.
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CHI2002 Page B-10 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
Taxonomy: Communicate Results
l Consensus building with developers.
l Communicate results.
l Follow up on results.
Recommended Readings
Standard textbooks:
l Joseph S. Dumas and Janice (Ginny) Redish
A Practical Guide to Usability Testing.
Intellectbooks 1999, www.intellectbooks.com
ISBN 1-84150-020-8(US distributor: ISBS, Portland, OR, 1-800-944-6190).
l Jeff Rubin
Handbook of Usability Testing,
John Wiley, New York NY, 1994
ISBN 0-471-59403-2.
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CHI2002 Page B-11 DialogDesign 2002
Advanced Usability Testing Methodology Copies of Slides
Other Resources
CHI-WEB listserver:
l http://www.acm.org/sigchi/web/chi-web.html
l 5-50 postings per day.
l Sample, recent discussion subjects:
ADA (Standards for web accessibility)
Forms evaluation
Good uses for Flash
The-usability-list-that-must-not-be-named.
Except in a face-to-face conversation.